ADVISORSHARES EQUITY FOCUSED (CWS) Top Institutional Shareholders
ADVISORSHARES EQUITY FOCUSED (CWS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $58.68M in CWS holdings during the latest filing period.
Cibc World Market Inc. is currently the largest disclosed institutional shareholder of CWS tracked by InsiderSet, reporting ownership valued at approximately $8.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.72M, representing an estimated gain of +4.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed CWS value among the investors covered in this analysis. Major shareholders include Cibc World Market Inc., Kestra Advisory Services, Llc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in ADVISORSHARES EQUITY FOCUSED (CWS).
This page ranks the largest institutional CWS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$58.68M
Largest Holder
Cibc World Market Inc.
Largest Position
$8.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cibc World Market Inc. | 0.01% | 129,496 | $8,386,161 | $8,722,967 | +$336,806 | +4.02% | |
| Kestra Advisory Services, Llc | 0.02% | 98,134 | $6,355,342 | $6,610,395 | +$255,053 | +4.01% | |
| Stifel Financial Corp | 0.01% | 92,611 | $5,997,636 | $6,238,360 | +$240,724 | +4.01% | |
| Osaic Holdings, Inc. | 0.01% | 85,949 | $5,566,579 | $5,789,602 | +$223,023 | +4.01% | |
| Cetera Investment Advisers | 0.00% | 68,388 | $4,428,934 | $4,606,677 | +$177,743 | +4.01% | |
| Lpl Financial Llc | 0.00% | 67,886 | $4,396,435 | $4,572,862 | +$176,427 | +4.01% | |
| Mason & Associates Inc | 0.60% | 48,375 | $3,066,198 | $3,258,584 | +$192,386 | +6.27% | |
| Stone Wealth Partners | 1.92% | 33,044 | $2,139,998 | $2,225,874 | +$85,876 | +4.01% | |
| Sigma Planning Corp | 0.05% | 29,460 | $1,907,891 | $1,984,452 | +$76,561 | +4.01% | |
| Goldman Sachs Group Inc | 0.00% | 26,731 | $1,731,142 | $1,800,624 | +$69,482 | +4.01% | |
| Patriot Financial Group Insurance Agency, Llc | 0.09% | 23,986 | $1,553,372 | $1,615,719 | +$62,347 | +4.01% | |
| Gc Wealth Management Ria, Llc | 0.05% | 18,119 | $1,173,415 | $1,220,512 | +$47,097 | +4.01% | |
| Truewealth Advisors, Llc | 0.28% | 17,237 | $1,116,296 | $1,161,100 | +$44,804 | +4.01% | |
| Raymond James Financial Inc | 0.00% | 12,386 | $802,160 | $834,332 | +$32,172 | +4.01% | |
| D.A. Davidson & Co. | 0.00% | 11,162 | $722,869 | $751,882 | +$29,013 | +4.01% | |
| Integrated Advisors Network Llc | 0.03% | 9,665 | $625,921 | $651,043 | +$25,122 | +4.01% | |
| Kingsman Wealth Management, Inc. | 0.33% | 9,139 | $591,831 | $615,611 | +$23,780 | +4.02% | |
| United Advisor Group, Llc | 0.07% | 8,527 | $552,226 | $574,386 | +$22,160 | +4.01% | |
| Millstone Evans Group, Llc | 0.31% | 8,083 | $523,468 | $544,478 | +$21,010 | +4.01% | |
| Perennial Investment Advisors, Llc | 0.04% | 7,834 | $507,342 | $527,705 | +$20,363 | +4.01% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,371 | $477,327 | $496,517 | +$19,190 | +4.02% | |
| Cerity Partners Llc | 0.00% | 7,118 | $460,973 | $479,475 | +$18,502 | +4.01% | |
| Nova Wealth Management, Inc. | 0.29% | 6,881 | $445,639 | $463,510 | +$17,871 | +4.01% | |
| Spreng Capital Management, Inc. | 0.20% | 6,701 | $433,967 | $451,385 | +$17,418 | +4.01% | |
| Citadel Advisors Llc | 0.00% | 6,494 | $420,562 | $437,442 | +$16,880 | +4.01% | |
| Envestnet Asset Management Inc | 0.00% | 6,444 | $417,310 | $434,074 | +$16,764 | +4.02% | |
| Cornerstone Wealth Management, Llc | 0.02% | 6,210 | $402,194 | $418,311 | +$16,117 | +4.01% | |
| Icon Wealth Advisors, Llc | 0.02% | 5,112 | $342,797 | $344,349 | +$1,552 | +0.45% | |
| Ae Wealth Management Llc | 0.00% | 5,229 | $338,638 | $352,230 | +$13,592 | +4.01% | |
| Snowden Capital Advisors Llc | 0.01% | 5,110 | $330,932 | $344,214 | +$13,282 | +4.01% | |
| Iron Financial Llc | 0.11% | 4,000 | $259,047 | $269,444 | +$10,397 | +4.01% | |
| Aqr Capital Management Llc | 0.00% | 4,000 | $259,046 | $269,444 | +$10,398 | +4.01% | |
| Ieq Capital, Llc | 0.00% | 4,000 | $259,046 | $269,444 | +$10,398 | +4.01% | |
| Merit Financial Group, Llc | 0.00% | 3,833 | $248,247 | $258,194 | +$9,947 | +4.01% | |
| Captrust Financial Advisors | 0.00% | 3,648 | $236,250 | $245,733 | +$9,483 | +4.01% | |
| Kovack Advisors, Inc. | 0.01% | 3,442 | $224,795 | $231,856 | +$7,061 | +3.14% | |
| Susquehanna International Group, Llp | 0.00% | 3,363 | $217,793 | $226,535 | +$8,742 | +4.01% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 3,180 | $205,917 | $214,208 | +$8,291 | +4.03% | |
| Nbc Securities, Inc. | 0.01% | 1,561 | $101,136 | $105,150 | +$4,014 | +3.97% | |
| Ubs Group Ag | 0.00% | 1,470 | $95,200 | $99,021 | +$3,821 | +4.01% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,369 | $88,465 | $92,217 | +$3,752 | +4.24% | |
| Holos Integrated Wealth Llc | 0.03% | 1,000 | $65,500 | $67,361 | +$1,861 | +2.84% | |
| Royal Bank Of Canada | 0.00% | 797 | $52,000 | $53,687 | +$1,687 | +3.24% | |
| Golden State Wealth Management, Llc | 0.00% | 531 | $34,430 | $35,769 | +$1,339 | +3.89% | |
| Us Bancorp \De\ | 0.00% | 400 | $25,905 | $26,944 | +$1,039 | +4.01% | |
| Shp Wealth Management | 0.00% | 348 | $22,559 | $23,442 | +$883 | +3.91% | |
| Comprehensive Financial Planning, Inc./Pa | 0.01% | 330 | $21,410 | $22,229 | +$819 | +3.83% | |
| Assetmark, Inc | 0.00% | 280 | $18,133 | $18,861 | +$728 | +4.02% | |
| Larson Financial Group Llc | 0.00% | 167 | $10,815 | $11,249 | +$434 | +4.02% | |
| Aviso Financial Inc. | 0.00% | 139 | $9,001 | $9,363 | +$362 | +4.02% |
Frequently asked questions about CWS
Who owns the most CWS stock?
The largest holders of CWS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ADVISORSHARES EQUITY FOCUSED (CWS).
Is CWS widely held by superinvestors?
Many widely followed stocks like CWS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CWS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.